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DRIVE WEALTH MANAGEMENT, LLC: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DRIVE WEALTH MANAGEMENT, LLC on UL, newest first. How the timeline and the estimate are built.

DRIVE WEALTH MANAGEMENT, LLC held 5,752 UL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,752 shares
    Change vs previous 13F +1,288 shares

    0.06% of the 13F portfolio, value $345,818.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,464 shares
    Change vs previous 13F -518 shares

    0.05% of the 13F portfolio, value $256,980.

    13F-HR 0001754960-26-000239 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,982 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $325,823.

    13F-HR 0001754960-26-000152 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).